The Sustainable portfolios returned solid absolute returns over the December quarter in the order of 6.4% to 7.8% depending on the risk profile. In a relative sense, all risk profiles comfortably outperformed their respective FE peer group benchmarks, delivering top quartile returns over the quarter.
Dynamic asset allocation was a detractor for the quarter. Our overweight position in fixed income added value but it was not enough to offset the losses from our slight underweight position in global equities.
Deanne Baker provides an update on the portfolios’ top contributions during the December quarter to the United Nations Sustainable Development Goals (UN SDGs).
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